Financial ADVSR advisor directory · SEC adviser records
Edelman Financial Engines financial advisors in Denver, CO
Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Denver, A to Z.
The short answer
8 registered advisors work at Edelman Financial Engines in Denver, out of 650 at the firm nationwide; it ranks number 64 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Edelman Financial Engines advisors in Denver, A to Z
Every Edelman Financial Engines advisor →- Timothy L. ChapmanInvestment adviser rep
- Ronnie E. Dawson IIInvestment adviser rep
- Alfred EinsteinInvestment adviser rep
- Kevin M. KuptzCertified Financial Planner
- Thomas J. Shull IIInvestment adviser rep
- Matthew TomenyInvestment adviser rep
- Summer VerdugoInvestment adviser rep
- Lindsay G. WhettonInvestment adviser rep
Edelman Financial Engines advisors in every city and state →Edelman Financial Engines: assets, clients and custodians →Edelman news and advisor moves →Edelman Financial Engines payout grid vs. other firms →Advisor Moves: who changed firms this week →
Edelman Financial Engines advisors in other cities
Fairfax, VA 65Phoenix, AZ 45Dallas, TX 15Lynnwood, WA 10Boston, MA 8Overland Park, KS 8Oakbrook Terrace, IL 7Roseville, CA 7Tampa, FL 7Austin, TX 6Boca Raton, FL 6Burlington, MA 6Columbus, OH 6Federal Way, WA 6Houston, TX 6
Other firms in Denver
All Denver advisors →Mercer Global Advisors Inc. 258Strategic Advisers LLC 210UBS Financial Services Inc. 121Morgan Stanley 107J.P. Morgan Securities LLC 102LPL Financial LLC 69Merrill Lynch, Pierce, Fenner & Smith Incorporated 67Robert W. Baird & Co. Incorporated 49Raymond James & Associates, Inc. 42Charles Schwab & Co., Inc. 37Edward Jones 35Ameriprise Financial Services, LLC 32
Questions
How many financial advisors does Edelman Financial Engines have in Denver?
8 investment adviser representatives are registered at Edelman Financial Engines offices in Denver, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Edelman Financial Engines one of the largest advisor employers in Denver?
Edelman Financial Engines ranks number 64 in Denver by registered advisors; Mercer Global Advisors Inc. has the most, with 258.
How do I check a Edelman Financial Engines advisor in Denver?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Edelman Financial Engines office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.